Archives for 2023
15 firms warned about targeting BSPS victims
The FCA has warned that at least 15 firms are targeting BSPS victims with unsolicited and misleading offers of redress. The regulator said the offers could cause further harm to BSPS victims who may get less than they deserve. The watchdog issued the warning today ahead of its official BSPS redress scheme which starts on […]
#FA Success Ep 319: Competing For Big Clients As A Small Boutique With A Focus On Task Management With Jim Niedzinski
Welcome back to the 319th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Jim Niedzinski. Jim is a Co-Founder of Motive Wealth Advisors, an independent RIA based in the suburbs of Detroit, Michigan, that oversees $250 million in assets under management for nearly 50 families. What’s unique about Jim, though, […]
In the face of disruption, the advisory industry is stronger than ever
Over recent years, the world of advisory has experienced a seismic shift. In the face of immense obstacles and equally great learnings, the profession is evolving. Why? Because, more than ever, accountants and bookkeepers are embracing change – and it’s propelling the industry forward. So what led us here? The past few years have seen […]
‘Ethnic pension gap’ affects millions
Pension savers from the ethnic minorities are far less likely than white Britons to save into a pension scheme. The ‘ethnic pensions gap’ is putting many millions at risk of financial hardship in later life, the Social Market Foundation think tank has warned. The foundation says that just 25% of people from ethnic minorities […]
The Latest In Financial #AdvisorTech (February 2023)
Welcome to the February 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month’s edition kicks off with the news that the “financial monitoring software” platform Elements has […]
How CommBank and Waddle, from Xero, are unlocking cash in unpaid invoices to help small business grow
Amid stubborn global inflation, tightening monetary policy and ongoing energy and supply chain impacts, it’s important for small businesses to look at how they’re managing their cash flow. Cash flow is king again and freeing up cash could be the difference for many in the year ahead. It’s likely many small businesses have a lot […]
